MarketingHub
What actions can be performed on the form templates saved in the library?
When you mouse over the thumbnail of a template stored in the library, you can see the following icons: Preview - Display a preview of the signup form template. View Details - Display the details of the signup form template. Clone - Clone the ...
How do I create a signup form from the library?
Apart from just saving your signup forms, you can also create them from the Library: From the Navigation toolbar, choose Library and select Form Template. Click Create Form Template. Select the type of signup form you would like to create from ...
How do I save a signup form template to the Library?
There are two ways to save your signup form to the Library. Once you're done designing your signup form, From the Navigation toolbar, choose Lead Generation and select Lead Source. Click the signup form you would like to add to the Library. ...
What actions can be performed on the images saved in the library?
Click the image to view a preview and select an action. Edit: Edit the image. Delete: Delete the image.
How can I add images from the library to my campaign?
Select one of our content options such as My templates, Pre-designed templates, or Basic templates in the Content section of campaign creation. Click the Image icon in the Template toolbar. Select an image from a folder in the Library. Click Save. ...
How do I add a new folder?
Click Add a new collection under Images tab. You can rename the folder once it's added.
How do I move images into a folder?
Drag and drop the image into the required folder. If you want to move more than one image, you can select those images and move them to the destination folder.
How do I add a new folder?
Click Add a new collection under Images tab. You can rename the folder once it's added.
How do I import an image into the Library?
Zoho MarketingHub allows you to import images from various image hosting platforms like Google Photos, Flickr, Bigstock, and Giphy.
How do I upload an image to the Library?
You can upload an image either from your computer or from a web URL. To upload an image from your computer: From the Navigation toolbar, choose Library and select Images. Click Upload in the top-right corner of the page. From the dropdown menu, ...
What actions can be performed on the saved templates?
When you mouse over the thumbnail of a template stored in the library, you can see the following icons: Preview - Display a preview of the template. Clone - Clone the template. Create Campaign - Create a campaign using the template. Edit - Edit ...
How do I create a template from the Library?
Aside from just saving your template, you can also create a template from the Library. To create a template from the Library, 1. From the Navigation toolbar, choose Library and select Templates. 2. Click Create New in the top-right corner of the ...
How do I save an email template to the library?
Once you're done designing your template according to your needs and requirements, Once you're done designing your template in HTML editor: Click Save to Library in the top right corner of the template editor. Your template will be saved in the ...
How do I add callback URL?
From the Navigation toolbar, choose Settings. Select APIs under Developer Space. Click on Configure now link. Enter your Callback URL in the required box. Choose a Request Type. Click Update.
How do I navigate to the APIs page?
To navigate to the APIs page: From the Navigation toolbar, choose Settings. Select APIs under Developer Space.
Why should you use webhooks?
Zoho MarketingHub features webhooks as a service that lets you collect information about the campaigns you send and also about the leads in your lists. MarketingHub provides two types of webhooks: Lead webhook: This webhook allows you to track lead ...
How do I create a webhook?
1. From the Navigation toolbar, choose Settings. 2. Select Webhooks under Developer Space. 3. Click Create and enter the following details during webhook creation: A Name for your webhook The URL of the webhook to be configured from the application ...
How do I delete a webhook?
From the Navigation toolbar, choose Settings. Select Webhooks under Developer Space. Locate the webhook you want to delete and select it. Click the Delete icon in the top-right corner of the details page.
How do I edit brand profile?
1. From the Navigation toolbar, click Settings. 2. Choose Company Profile under Account Settings. 3. Click the Edit button in the top-right corner. 4. Fill out the following fields: Name – Enter your company name. URL – Enter your company website ...
How do I edit my profile?
1. From the Navigation toolbar, choose Settings. 2. Choose My profile under Account Settings. 3. Click the Edit button in the top-right corner. 4. In the My profile page, enter information in appropriate fields. Name Email Country Region City Lead ...
Have the I had made in a form in Signup pages and emails changes been updated? Why it's not reflecting in associated mailing lists ?
Yes, the changes will be updated and applied to all the mailing lists in your account. You cannot see the changes, as they won't be visible in the UI. However, it is all updated in the back end, and all new lists will contain the updated form.
How do I customize header and footer of email campaigns ?
To view and explore various customization options available for header and footer customization, 1. From the Navigation toolbar, click Settings. 2. Select Header and footer under Customization.
Can I change the background colour of the footer?
Yes, you can change the background color of your header and footer in the Themes section of the Settings tab. From the Navigation toolbar, click Settings. Select Header and footer under Customization. Click the Edit icon beside the theme you want to ...
How do I add users?
From the Navigation toolbar, click Settings. Choose Manage users under Users and Control. Open the Users tab. Click Add user. Enter the user's name and email address in the dialog box that appears. Click Add to send an invitation email.
How do I restrict a user’s access?
You can restrict access to users temporarily by marking them as inactive. This is similar to blocking a user. To restrict user access, 1. From the Navigation toolbar, click Settings. 2. Choose Manage users under Users and control. 3. ...
How do I remove myself from the organization ?
For users: 1. From the Navigation toolbar, click Settings . 2. Choose Manage users under Users and Control. 3. Click Remove self . 4. Click Go ahead . A removal request will be forwarded to the organization admin. For administrators: 1. ...
How do I remove user?
1. From the Navigation toolbar, click Settings. 2. Choose Manage users under Users and Control. 3. Select the Users. 4. Click Remove from the org. 5. Click Remove user.
How do I change access permission from User to Admin?
1. From the Navigation toolbar, click Settings. 2. Choose Manage users under Users and Control. 3. Select the Users . 4. Click Change role link. Select Admin in the Role dropdown.
Who can manage all users?
Admins manage all users by handling operations including adding users, removing users, and granting or revoking privileges.
Can I invite a blocked person to the organization?
You cannot invite a blocked person to your organization. If you still want to invite someone who is blocked, contact support@zohomh.com
Where can I view the list of users in my organization?
All users can view other users in the organization, along with their status and role. 1. From the Navigation toolbar, click Settings. 2. Choose Manage Users under Users and Control.
How many times can I send an invitation email to a person?
Invitation emails can be sent twice to the same person. If two consecutive invitation mails are ignored, no further invitations can be sent. If you want to invite someone who has ignored two invitations, then contact support@zohomh.com
Can I invite someone who is a user in another organization?
An invitation can be sent to the user, but they user must be removed from the other organization to join your organization. If you require any assistance, don't hesitate to contact support@zohomh.com
What is the difference between a workflow and an autoresponder?
An autoresponder allows you to send out emails based on a single condition. You can send followup messages with the same autoresponder. Using a workflow, you can perform multiple actions based on multiple criteria, but to create followup messages you ...
When will an instant workflow trigger, and who will it trigger for?
An instant workflow will trigger for leads as soon as they match the specified criteria.
When will a time-based workflow trigger, and who will it trigger for?
This type of workflow will trigger for leads matching the specified criteria. You can make these workflows run once or periodically at a specific time.
When will an activity-based workflow trigger?
Activity-based workflows will trigger for leads as soon as they perform the specified action.
How many conditions can I set as criteria?
You can give a maximum of 6 conditions as criteria and change the pattern as you wish.
On whom will an activity-based workflow trigger?
This workflow will trigger for leads who perform specific actions. For example, if you set an activity-based workflow for campaign opens, it will trigger for leads who open the campaign.
How do I change the criteria pattern?
If you choose to use all six criteria, the default pattern is "( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )". However, you can choose between the operators 'And' or 'Or' between the conditions. If you wish to change the position of the ...
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